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Wells Fargo

2,802 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 1,047 increasing their positions, 1,176 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.62% less ownership

Funds ownership: 76.63%75.01% (-1.6%)

3% less funds holding

Funds holding: 2,8972,802 (-95)

11% less repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 1,176

18% less capital invested

Capital invested by funds: $224B → $184B (-$40.1B)

19% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 221

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

36% less funds holding in top 10

Funds holding in top 10: 9259 (-33)

Holders
2,802
Holders Change
-95
Holders Change %
-3.28%
% of All Funds
34.46%
Holding in Top 10
59
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-35.87%
% of All Funds
0.73%
New
180
Increased
1,047
Reduced
1,176
Closed
221
Calls
$3.07B
Puts
$3.88B
Net Calls
-$812M
Net Calls Change
+$772M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1526
SGL Investment Advisors
Montana
$718K +$24.9K +290 +3%
AO
1527
Advisor OS
Illinois
$717K +$88K +1,025 +13%
PP
1528
Patten & Patten
Tennessee
$714K
CUAMC
1529
China Universal Asset Management Company
China
$712K +$50.3K +586 +7%
RLH
1530
RD Lewis Holdings
Florida
$710K
NFTC
1531
North Forty Two & Co
Oregon
$709K -$34.4K -400 -4%
EWM
1532
Evermay Wealth Management
Virginia
$709K -$13.5K -157 -2%
TTIC
1533
Tower Trust & Investment Company
Iowa
$709K
VA
1534
Valmark Advisers
Ohio
$707K -$76.5K -891 -9%
WLPWM
1535
Walled Lake Planning & Wealth Management
Illinois
$706K -$99.6K -1,160 -12%
FMB
1536
Field & Main Bank
Kentucky
$706K -$8.59K -100 -1%
CWG
1537
Cornerstone Wealth Group
North Carolina
$706K -$19.5K -227 -3%
CA
1538
Capital Advantage
California
$705K
SWM
1539
Stockman Wealth Management
Montana
$703K +$179K +2,083 +31%
BWM
1540
Baron Wealth Management
Michigan
$703K -$97.2K -1,132 -11%
ALAM
1541
Asahi Life Asset Management
Japan
$701K -$98.3K -1,145 -12%
CA
1542
Cumberland Advisors
Florida
$701K
SP
1543
SmartHarvest Portfolios
Washington
$699K -$180K -2,091 -19%
SSWM
1544
Sheets Smith Wealth Management
North Carolina
$697K +$8.42K +98 +1%
GWANC
1545
Guardian Wealth Advisors (North Carolina)
North Carolina
$697K -$47.2K -549 -6%
SW
1546
SVB Wealth
Massachusetts
$697K -$132K -1,533 -15%
FI
1547
Financial Insights
Washington
$697K -$19.2K -223 -2%
BAM
1548
Blueshift Asset Management
New Jersey
$696K +$751K +8,739 New
ACM
1549
Aster Capital Management
United Arab Emirates
$696K +$832K +9,690 New
OL
1550
OneFund LLC
Florida
$695K -$117K -1,365 -14%

WFC Hedge Fund Activity: Q1 2026 in Review

2,802 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2026, worth a combined $184B — down 18% from $224B a quarter earlier.

Sellers outnumbered buyers: 221 funds closed out of WFC and 180 opened new positions — a net loss of 41 holders — while 1,176 trimmed existing stakes and 1,047 added.

The largest buyer was Capital Research Global Investors, adding an estimated $3.05B. The largest seller was Fidelity Investments, cutting an estimated $2.06B.

  • 2,802 institutional investors held Wells Fargo (WFC) as of Q1 2026, down from 2,897 in Q4 2025.
  • Funds reported $184B of Wells Fargo stock for Q1 2026, down 18% quarter-over-quarter.
  • 180 funds opened new Wells Fargo positions in Q1 2026 and 221 closed out, a net change of -41 holders.
  • The largest Wells Fargo buyer in Q1 2026 was Capital Research Global Investors, an estimated $3.05B added.
  • The largest Wells Fargo seller in Q1 2026 was Fidelity Investments, an estimated $2.06B sold.

Based on aggregated 13F filings for Q1 2026.